SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,315
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$348K
3
+$296K
4
PSMR icon
Pacer Swan SOS Moderate April ETF
PSMR
+$284K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$265K

Top Sells

1
+$125K
2
+$106K
3
+$92.5K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$85.7K
5
IRDM icon
Iridium Communications
IRDM
+$54.6K

Sector Composition

1 Technology 15.64%
2 Financials 11.38%
3 Healthcare 10.43%
4 Consumer Discretionary 7.01%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$19.9K 0.01%
425
-152
702
$19.9K 0.01%
493
703
$19.7K 0.01%
87
-139
704
$19.7K 0.01%
219
+109
705
$19.7K 0.01%
223
706
$19.7K 0.01%
1,349
707
$19.6K 0.01%
564
708
$19.6K 0.01%
542
709
$19.5K 0.01%
35
710
$19.5K 0.01%
738
711
$19.5K 0.01%
521
712
$19.5K 0.01%
722
713
$19.4K 0.01%
448
714
$19.3K 0.01%
2,203
-1
715
$19.3K 0.01%
1,364
716
$19.3K 0.01%
246
717
$19.3K 0.01%
400
718
$19.2K 0.01%
1,173
719
$19.2K 0.01%
256
720
$19.1K 0.01%
165
721
$19.1K 0.01%
290
722
$19.1K 0.01%
514
-123
723
$19K 0.01%
1,916
724
$18.9K 0.01%
860
725
$18.8K 0.01%
+428
27 28
29
30 31